CRM software for UAE teams.
One connected workspace.

The enquiry-to-revenue CRM — Zetabytecloud CRM — Capture every enquiry, answer it on time, quote it professionally, invoice it the UAE way — and see what turns into revenue.

Product walkthrough — Everything your team needs to know — From the first message to the tax invoice, in one place.

Chapter 1 — Your dashboard — Where every day starts

[Dashboard] Open enquiries, new today, unassigned and SLA breaches — at a glance.

[Dashboard] First response time and win rate keep the team honest.

[Pipeline] Your pipeline in AED: open value, weighted forecast and what was won this month.

[Pipeline] “Needs a push” lists the deals going cold or with no next step booked.

[Trends] Enquiry volume over the last 14 days, by channel.

Chapter 2 — Every enquiry, in one list — Email · WhatsApp · website forms · phone calls

[Enquiries] Email, WhatsApp, your website form and phone calls all arrive here, routed to the right team.

[Enquiries] Quick views: mine, unassigned, going cold, no next step, SLA breached.

[Enquiries] Each enquiry gets a score, a priority and an owner automatically.

[Pipeline board] Prefer a board? Drag cards from stage to stage — the pipeline value follows.

[Routing] Routing rules decide who gets what — by keywords, source or priority — with a catch-all at the end.

[Response times] Never miss a lead: an enquiry nobody touches moves to the next free person automatically.

Chapter 3 — The full customer picture — One record from first message to won

[Enquiry record] The original message, status, owner, department and value — all on one page.

[Status] Move it through your pipeline with one click.

[Notes] Add an internal note — the customer never sees it.

[History] Every change is on the activity timeline: who did what, and when.

[Screening & KYC] Client screening and KYC sit right beside the deal.

Chapter 4 — A shared WhatsApp inbox — One business number, the whole team

[Inbox] Every WhatsApp conversation on your business number, shared across the team.

[Ownership] Each chat has one owner, so nobody answers twice and nobody is forgotten.

[Follow-up] Unread counts, “their turn”, snooze, and the 24-hour messaging window shown on every chat.

[Linked to the CRM] And every conversation is linked to its enquiry, contact, tasks and quotes.

Chapter 5 — Calls, logged by themselves — Aircall · 3CX · Yeastar

[Calls] Connect your cloud phone system and every call lands on the right client — no typing.

[Call reports] Calls, missed calls and talk time per agent.

[Recordings] Play the recording right from the call log.

[My work] A missed call from a client becomes a high-priority call-back task for their owner.

Chapter 6 — Professional quotations in a minute — Your logo · VAT · optional items · accepted online

[Quotes] Quotes and proposals — awaiting a decision, accepted, and your acceptance rate.

[New quotation] Pick an existing client, or type a new one — no lead needed.

[Lines] Add the items. Prices come from your price list, VAT 5% is applied for AED.

[Optional items] Mark an extra as optional: it is listed separately, outside the total — the client can add it.

[Send] Saved, numbered and ready. Send it by email, WhatsApp or a link — or DocuSign.

[Client view] This is what your client sees: your logo, your TRN, the amount in words — and an Accept button.

[Client view] Optional items appear in their own table, not in the total.

[Accepted online] The client ticks what they want, types their name and accepts — recorded with time and IP.

[Won] Accepted. The enquiry moves to won, at the accepted figure — automatically.

Chapter 7 — Sales orders with your real margin — Hidden charges the client never sees

[Quote] The accepted quote, with the warranty the client added.

[Sales order] One click turns it into an internal sales order — an exact copy of what was agreed.

[Hidden charges] Add the costs behind the deal: freight, customs, commission, subcontractors.

[Margin] Gross profit and margin are known before the work starts — not discovered after.

Chapter 8 — UAE tax invoices — FTA format · credit notes · e-invoicing ready

[Tax invoice] When the goods are delivered, create the tax invoice straight from the order.

[Tax invoice] Client TRN, address and emirate — everything Article 59 of the VAT regulation asks for.

[Tax invoice] Issued with a sequential number. It can never be edited — exactly as UAE VAT law requires.

[E-invoicing] Ready for UAE e-invoicing: download it as a PINT AE file for your accredited service provider.

[Send] Email it to the client with the PDF attached — then mark it paid when the money arrives.

[Credit notes] A mistake, or a return? Issue a tax credit note — for all of it, or just some lines.

[Credit note] The credit note shows the original value, the correct value, the difference and the VAT on it.

Chapter 9 — Know who you are dealing with — Sanctions · PEP · KYC · country risk

[Screening] Every client — and the owners behind them — is screened against UN, OFAC, EU and UAE lists.

[Review] A potential match is held for review. Your compliance team decides, with a reason on record.

[Lists] Sanctions lists refresh automatically every six hours. Upload the UAE local list or your own blacklist.

[Country risk] Country risk follows FATF, UN, US and EU programmes — and your team controls the table.

Chapter 10 — See what turns into revenue — Campaigns · attribution · 14 reports

[Marketing] Revenue by channel — from the campaign, to the enquiry, to the won deal.

[Campaigns] Cost per enquiry and return on every campaign, from Google Ads to click-to-WhatsApp.

[Reports] Fourteen ready-made reports. Run one for any period, export to PDF or Excel, or email it on a schedule.

[Reports] The executive summary: enquiries, revenue won, win rate and response times.

Chapter 11 — Make it yours — Currency · branding · numbering · team

[Country & currency] Choose your country: United Arab Emirates sets dirhams and Dubai time for you.

[Branding] Upload your logo once — it prints on every quotation and invoice.

[Quote defaults] Your address, TRN, bank details, terms — and automatic or your own quotation numbers.

[Team] Invite your team with the right role: agents see their own work, managers their team.

Zetabytecloud CRM — Every enquiry, answered and won. — Start your 14-day free trial at crm.zetabytecloud.com — no card needed.